Cleo

What You Will Be Doing 1. EDI Solution Implementation: - Lead end-to-end implementation of EDI solutions for clients, ensuring compliance with industry standards and regulations. - Collaborate with cross-functional teams to gather requirements, design EDI workflows, and implement integration solutions. 2. Technical Expertise: - Possess in-depth knowledge of various EDI standards (such as ANSI X12 and EDIFACT) and protocols (AS2, SFTP, FTPS). Stay current with emerging EDI technologies and trends and apply this knowledge to optimize existing systems and processes. 3. Client Collaboration: - Serve as clients' primary technical point of contact during the implementation phase. - Provide expert guidance to clients on EDI best practices, customization options, and integration strategies. 4. Problem Resolution: - Investigate, diagnose, and resolve complex EDI-related issues, ensuring minimal disruption to business operations. - Collaborate with support teams to address escalated technical problems and implement preventive measures. 5. Documentation and Training: - Develop comprehensive documentation to support implementations, including specifications, process flows, and user guides. - Conduct training sessions for clients and internal teams to enhance understanding of EDI processes and troubleshooting techniques. 6. Quality Assurance: - Perform rigorous testing of EDI implementations to validate data integrity, system compatibility, and adherence to standards. - Implement quality assurance protocols to ensure error-free data transmission and reception. Your Qualifications - Bachelor's degree in Computer Science, Information Technology, or related field. - Minimum of 5 years of experience in EDI implementation and integration. - Proficiency in programming languages such as Java, Python, or C#. - Strong understanding of database systems (SQL, Oracle) and data transformation techniques. - Excellent problem-solving skills and attention to detail. - Exceptional communication and interpersonal abilities. - Relevant certifications in EDI technologies (such as Certified EDI Professional) will be a plus. A few things we have to offer: - Compensation: $80,000 to $95,000 base salary - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

Cleo is seeking a Security Operations Lead to build, operate, and continuously improve our security detection, response, and operational resilience capabilities. This leader will be responsible for protecting Cleo's cloud infrastructure, SaaS platforms, endpoints, and corporate environment from evolving threats while ensuring operational stability and regulatory alignment. The ideal candidate is hands-on, technically deep, and capable of building scalable security operations in a high-growth SaaS environment. What You Will Be Doing Security Monitoring and Detection - Own and evolve Cleo's detection and response strategy - Lead daily monitoring of security events across cloud, endpoint, identity, and application layers - Continuously tune detection rules to reduce noise and improve signal - Ensure effective coverage across AWS, SaaS platforms, and corporate systems - Leverage SIEM, EDR, and cloud-native tooling to improve visibility Incident Response and Containment - Lead security incident investigations and coordinate cross-functional response - Develop and maintain incident response playbooks - Conduct post-incident reviews focused on systemic improvement - Reduce mean time to detect and contain security events - Partner with Legal, Compliance, and Leadership during material incidents Vulnerability and Exposure Management - Oversee vulnerability scanning across infrastructure, endpoints, and cloud resources - Prioritize remediation based on business risk - Track critical vulnerability exposure windows - Partner with Engineering and IT to drive timely remediation Cloud and Identity Security Operations - Monitor and secure AWS accounts and cloud-native services - Identify and remediate misconfigurations - Strengthen identity and access management controls - Collaborate with Cloud Security and Platform teams on guardrails Operational Metrics and Reporting - Define and track security operations KPIs - Report on detection efficacy, remediation timelines, and exposure trends - Provide board-ready operational risk metrics - Support audit and compliance evidence requirements Automation and Continuous Improvement - Automate repetitive operational tasks - Improve alert triage workflows - Optimize tooling effectiveness and cost efficiency - Reduce operational friction through process refinement Leadership and Collaboration - Lead and mentor security analysts and engineers - Partner closely with Engineering, IT, and Platform teams - Contribute to the Security Champion and Guild initiatives - Build a culture of proactive risk identification Your Skills - Experience in mid-market or high-growth SaaS environments - Experience supporting SOC 2, ISO 27001, or similar audits - Familiarity with MITRE ATT&CK framework - Experience building or maturing security operations functions - Relevant certifications such as CISSP, GCIA, GCIH, or similar Your Qualifications Education - Bachelor's degree required. Experience - 7+ years of experience in security operations, incident response, or detection engineering - Strong experience securing cloud-native SaaS environments, preferably AWS - Hands-on experience with SIEM, EDR, vulnerability management, and cloud security tooling - Deep understanding of attacker techniques and threat detection methodologies - Experience leading incident response efforts - Strong communication skills with the ability to translate technical risk into business impact A few things we have to offer: - Compensation: $120,000 - $140,000 - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

The Solutions Architect (SA) is a strategic partner to the Sales team, responsible for uncovering complex supply chain inefficiencies and designing tailored integration solutions. You will lead the technical discovery, build high-impact Proof of Concepts (POCs), and serve as the subject matter expert on how our platform integrates customer ecosystems and orchestrates B2B processes to drive resilience and scalability. What You Will Be Doing - Function as the technical lead and trusted advisor through the sales cycle - Conduct discovery sessions directly with prospective and existing customers to gather business and technology requirements - Translate technical architecture into business outcomes for C-suite stakeholders (CTO, COO, VP of Supply Chain) - Demonstrate the value of Cleo solutions through presentations and demonstrations on-site and remote - Collaborate with Product Management to provide 'voice of the customer' feedback, influencing the product roadmap based on market trends and prospect requirements - Assess, scope, and complete proofs of concept (POCs) to demonstrate the value of Cleo's solutions in a customer environment - Lead the technical response for RFI/RFPs, ensuring our unique value propositions are clearly articulated against competitor weaknesses Your Qualifications - Bachelor's degree in Computer Science, Computer Information Systems, or related, or equivalent relevant experience - 5+ years in pre-sales or customer-facing technical roles such as support or services - Experience with cloud or on-premises integration software - Understanding of core Supply Chain processes such as Order-to-Cash, Procure-to-Pay, and Load Tender-to-Invoice - Knowledge of B2B integrations, including EDI, REST/SOAP APIs, and JSON/XML data structures A few things we have to offer: - Compensation: $120,000 - $140,000 + Bonus potential - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Remote work environment - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

We are looking for an experienced Product Manager passionate about building products customers love. You will join a dynamic and fast-paced environment and work with cross-functional teams to design, build, and roll out products that deliver the company's vision and strategy. What You Will Be Doing - Gain a deep understanding of customer experience, identify and fill product gaps, and generate new ideas that grow market share, improve customer experience, and drive growth. - Create buy-in for the product vision, both internally and with key external partners. - Translate product strategy into detailed requirements and prototypes. - Scope and prioritize activities based on business and customer impact - Work closely with engineering teams to deliver with quick time-to-market and optimal resources. - Drive product launches, including working with the public relations team, executives, and other product management team members - Evaluate promotional plans to ensure that they are consistent with product line strategy and that the message is effectively conveyed. - Act as a product evangelist to build awareness and understanding - Represent the company by visiting customers to solicit feedback on company products and services. Your Qualifications - MS/BS degree in Computer Science, Engineering, or equivalent preferred - 3-5 years of proven work experience in product management or as an associate product manager - Proven track record of managing all aspects of a successful product throughout its lifecycle - Proven ability to develop product and marketing strategies and effectively communicate recommendations to executive management - Solid technical background with understanding and/or hands-on experience in software development, AI technologies, and SaaS technologies - Strong written, verbal, presentation, and communication skills - A passion for usability, user empathy, and a knack for simplicity - Strong problem-solving skills and willingness to roll up one's sleeves to get the job done - Skilled at working effectively with cross-functional teams in a matrix organization - Travel Expectations of __% A few things we have to offer: - $130,000 to $150,000 base salary + commission - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

Role Description Cleo is seeking a Lead Cloud Security Engineer to design, implement, and continuously improve security controls across our cloud infrastructure and SaaS environments. This role is responsible for strengthening Cleo’s AWS security posture, embedding secure-by-default cloud guardrails, and partnering closely with Platform and Engineering teams to reduce infrastructure risk without slowing innovation. The ideal candidate is hands-on, technically deep in AWS, and experienced in building scalable cloud security capabilities in a high-growth SaaS environment. What You Will Be Doing - Cloud Security Architecture - Design and implement secure cloud architecture patterns - Establish guardrails for AWS accounts and services - Strengthen multi-account strategy and segmentation - Improve IAM design, permission boundaries, and least-privilege models - Review major infrastructure changes for security impact - Cloud Detection and Visibility - Implement and tune cloud-native detection capabilities - Integrate AWS security services into centralized monitoring - Identify misconfigurations and excessive permissions - Improve signal-to-noise ratio in cloud alerts - Infrastructure as Code Security - Embed security controls into Terraform or other IaC workflows - Enforce policy-as-code guardrails - Ensure IaC scanning is integrated into CI/CD pipelines - Reduce configuration drift across environments - Vulnerability and Configuration Management - Oversee cloud misconfiguration detection and remediation - Track infrastructure vulnerability exposure - Reduce critical vulnerability exposure window - Partner with Platform teams to automate remediation - Data Protection and Encryption - Ensure proper encryption standards across storage and databases - Manage KMS usage and key lifecycle best practices - Strengthen logging and monitoring coverage - Incident Response Support - Lead cloud-focused investigations during security incidents - Improve forensic readiness in AWS - Harden logging and evidence retention practices - Automation and Continuous Improvement - Automate guardrails and enforcement mechanisms - Improve developer experience with secure cloud defaults - Reduce manual cloud security reviews - Optimizing tooling cost and effectiveness - Metrics and Reporting - Define KPIs for cloud security posture - Report on misconfiguration trends and exposure windows - Provide executive-level reporting on infrastructure risk - Support audit and compliance evidence collection Qualifications - Required - 7+ years of experience in cloud security, cloud engineering, or infrastructure security - Deep expertise in AWS architecture and services - Strong understanding of IAM design and least-privilege principles - Experience with Infrastructure as Code and CI/CD integration - Experience implementing cloud-native detection and monitoring - Ability to translate infrastructure risk into business impact - Preferred - Experience in mid-market or high-growth SaaS environments - Experience supporting SOC 2 or similar audits - Familiarity with policy-as-code frameworks - Experience building multi-account AWS environments - Relevant certifications such as AWS Security Specialty, CISSP, or equivalent Benefits - $130,000 to $150,000 base salary + bonus opportunity - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

Cleo is seeking a Lead Cloud Security Engineer to design, implement, and continuously improve security controls across our cloud infrastructure and SaaS environments. This role is responsible for strengthening Cleo's AWS security posture, embedding secure-by-default cloud guardrails, and partnering closely with Platform and Engineering teams to reduce infrastructure risk without slowing innovation. The ideal candidate is hands-on, technically deep in AWS, and experienced in building scalable cloud security capabilities in a high-growth SaaS environment. What You Will Be Doing Cloud Security Architecture - Design and implement secure cloud architecture patterns - Establish guardrails for AWS accounts and services - Strengthen multi-account strategy and segmentation - Improve IAM design, permission boundaries, and least-privilege models - Review major infrastructure changes for security impact Cloud Detection and Visibility - Implement and tune cloud-native detection capabilities - Integrate AWS security services into centralized monitoring - Identify misconfigurations and excessive permissions - Improve signal-to-noise ratio in cloud alerts Infrastructure as Code Security - Embed security controls into Terraform or other IaC workflows - Enforce policy-as-code guardrails - Ensure IaC scanning is integrated into CI/CD pipelines - Reduce configuration drift across environments Vulnerability and Configuration Management - Oversee cloud misconfiguration detection and remediation - Track infrastructure vulnerability exposure - Reduce critical vulnerability exposure window - Partner with Platform teams to automate remediation Data Protection and Encryption - Ensure proper encryption standards across storage and databases - Manage KMS usage and key lifecycle best practices - Strengthen logging and monitoring coverage Incident Response Support - Lead cloud-focused investigations during security incidents - Improve forensic readiness in AWS - Harden logging and evidence retention practices Automation and Continuous Improvement - Automate guardrails and enforcement mechanisms - Improve developer experience with secure cloud defaults - Reduce manual cloud security reviews - Optimizing tooling cost and effectiveness Metrics and Reporting - Define KPIs for cloud security posture - Report on misconfiguration trends and exposure windows - Provide executive-level reporting on infrastructure risk - Support audit and compliance evidence collection Your Qualifications Required - 7+ years of experience in cloud security, cloud engineering, or infrastructure security - Deep expertise in AWS architecture and services - Strong understanding of IAM design and least-privilege principles - Experience with Infrastructure as Code and CI/CD integration - Experience implementing cloud-native detection and monitoring - Ability to translate infrastructure risk into business impact Preferred - Experience in mid-market or high-growth SaaS environments - Experience supporting SOC 2 or similar audits - Familiarity with policy-as-code frameworks - Experience building multi-account AWS environments - Relevant certifications such as AWS Security Specialty, CISSP, or equivalent A few things we have to offer: - $130,000 to $150,000 base salary + bonus opportunity - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

What You Will Be Doing - Uphold Cleo's Customer Success strategy and processes, ensuring that 100% of interactions are accurately recorded and follow-ups are scheduled. - Oversee the customer lifecycle, from launch to renewal, to ensure a seamless and optimal customer journey. - Manage a customer base of 30+ customers , including regular 1-on-1s with key stakeholders and quarterly Executive Business Reviews. - Develop broad and deep customer relationships, promoting strong customer loyalty & highly referenceable customers. - Understand our customers' organizational structure and develop relationships with key business stakeholders. - Understand our customers' business and link customer goals to compelling solutions to be delivered. - Proactively assist in problem resolution, both internally and externally - Maintain accurate records, including detailed documentation of customer service actions and discussions . - Escalate issues appropriately to Services, Support, Product, etc. - Develop compelling recommendations with strong close rates for add-on business. - Invest in developing both yourself and others, and contribute to organizational efforts as required. Your Qualifications - 5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field - Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives - Proven ability to work in a fluid environment, with limited processes - Excellent communication and presentation skills directed at both business-oriented and technical audiences A few things we have to offer: - Compensation: $75,000 - $100,000 + Bonus potential - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description - Lead end-to-end implementation of EDI solutions for clients, ensuring compliance with industry standards and regulations. - Collaborate with cross-functional teams to gather requirements, design EDI workflows, and implement integration solutions. - Possess in-depth knowledge of various EDI standards (such as ANSI X12 and EDIFACT) and protocols (AS2, SFTP, FTPS). - Stay current with emerging EDI technologies and trends and apply this knowledge to optimize existing systems and processes. - Serve as clients' primary technical point of contact during the implementation phase. - Provide expert guidance to clients on EDI best practices, customization options, and integration strategies. - Investigate, diagnose, and resolve complex EDI-related issues, ensuring minimal disruption to business operations. - Collaborate with support teams to address escalated technical problems and implement preventive measures. - Develop comprehensive documentation to support implementations, including specifications, process flows, and user guides. - Conduct training sessions for clients and internal teams to enhance understanding of EDI processes and troubleshooting techniques. - Perform rigorous testing of EDI implementations to validate data integrity, system compatibility, and adherence to standards. - Implement quality assurance protocols to ensure error-free data transmission and reception. Qualifications - Bachelor’s degree in Computer Science, Information Technology, or related field. - Minimum of 5 years of experience in EDI implementation and integration. - Proficiency in programming languages such as Java, Python, or C#. - Strong understanding of database systems (SQL, Oracle) and data transformation techniques. - Excellent problem-solving skills and attention to detail. - Exceptional communication and interpersonal abilities. - Relevant certifications in EDI technologies (such as Certified EDI Professional) will be a plus. Benefits - Compensation: $80,000 to $95,000 base salary - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Account Executive is a part of Cleo's first-class Sales Team and becomes a product knowledge expert while focusing on selling directly to new and current clients, building pipelines, and identifying key client needs to help increase sales at Cleo. - Educate and advise clients to build strong and trustworthy relationships with Cleo customers - Execute a successful sales process from lead to appointment to close - Obtain feedback from clients and adjust messaging to improve downstream execution - Meet clients to discuss their needs and complete the execution of the sale - Work with SDRs and Account Managers to devise a program that meets the client and budget - Negotiate with clients, solve any problems, and ensure deadlines are met - Check and report on their Cleo program progress Qualifications - Have received a Bachelor’s degree - Have 2-3 years of experience in business development and/or sales - Display a strong interest in outside sales - Communicate confidently in person, over the phone, and online - Focus on the positive and strive for continual improvement - Be ambitious and motivated to achieve results - Collaborate and operate well in a fast-paced, team-oriented environment - Be effective at building strong relationships - Adhere to a strong work ethic and sense of commitment - Enjoy learning about the IT industry Benefits - $100,000 to $125,000 Base Salary + commission opportunity - Great Healthcare + Dental + Vision - Flexible PTO - Culture of support, encouraging Life-Work balance - 401k match - FSA and HSA options - Employee Assistance Program - Paid Parental Leave - Representing a company with 4,000+ clients and a 99% retention rate - Accelerated title and salary growth potential - A fun and energetic work environment that makes you excited to go to work every day

The Account Executive is a part of Cleo's first-class Sales Team and becomes a product knowledge expert while focusing on selling directly to new and current clients, building pipelines, and identifying key client needs to help increase sales at Cleo. We aim to help you take the next step in your sales career and provide the tools to do so successfully. We are looking for candidates eager to drive their business and set goals that align with our company. Cleo is a growing Ecosystem, and we want the best and brightest on our team. What You Will Be Doing Educate and advise clients to build strong and trustworthy relationships with Cleo customers Executing a successful sales process from lead to appointment to close Obtain feedback from clients and adjust messaging to improve downstream execution Meet clients to discuss their needs and complete the execution of the sale Working with SDRs and Account Managers to devise a program that meets the client's needs and budget Negotiating with clients, solving any problems, and making sure deadlines are met Checking and reporting on their Cleo program progress Your Qualifications Must have EDI experience in B2B SaaS industry Must be willing to travel 30% to 40% on average Display a strong interest in outside sales Communicate confidently in person, over the phone, and online Focus on the positive and strive for continual improvement Be ambitious and motivated to achieve results Collaborate and operate well in a fast-paced, team-oriented environment Be effective at building strong relationships Adhere to a strong work ethic and sense of commitment Enjoy learning about the IT industry A few things we have to offer: $75,000 to $90,000 Base Salary + commission opportunity Great Healthcare + Dental + Vision Flexible PTO Culture of support, encouraging Life-Work balance 401k match FSA and HSA options Employee Assistance Program Paid Parental Leave Representing a company with 4,000+ clients and a 99% retention rate Accelerated title and salary growth potential A fun and energetic work environment that makes you excited to go to work every day